FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$16.8M
3
+$4.03M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.98M
5
DLR icon
Digital Realty Trust
DLR
+$2.58M

Top Sells

1
+$39.8M
2
+$21.1M
3
+$17.3M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.23M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.32M

Sector Composition

1 Healthcare 7.49%
2 Technology 7.01%
3 Industrials 4.76%
4 Financials 4.03%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$206K 0.01%
+6,197
927
$204K 0.01%
+12,044
928
$203K 0.01%
+20,600
929
$203K 0.01%
18,354
+483
930
$202K 0.01%
+1,675
931
$201K 0.01%
+2,675
932
$201K 0.01%
+12,796
933
$201K 0.01%
+10,269
934
$201K 0.01%
+19,393
935
$201K 0.01%
+3,733
936
$201K 0.01%
+2,453
937
$197K 0.01%
13,589
+441
938
$193K 0.01%
16,974
-6,683
939
$192K 0.01%
21,177
-31,972
940
$191K 0.01%
+10,309
941
$188K 0.01%
37,383
+4,603
942
$186K 0.01%
11,851
-1,291
943
$184K 0.01%
+16,065
944
$184K 0.01%
+12,851
945
$183K 0.01%
20,068
+6
946
$182K 0.01%
22,360
+2,317
947
$173K 0.01%
12,375
+1,552
948
$173K 0.01%
12,796
-1,742
949
$173K 0.01%
15,437
-30,810
950
$172K 0.01%
+17,475
36 37
38
39 40